Abakkus Flexi Cap Fund | Investment Philosophy (MEETS Framework) & Market Outlook with Sanjay Doshi скачать в хорошем качестве

Abakkus Flexi Cap Fund | Investment Philosophy (MEETS Framework) & Market Outlook with Sanjay Doshi

Welcome to the official launch webinar of the Abakkus Flexi Cap Scheme—our first New Fund Offer (NFO). Discover our proprietary MEETS Framework (Management, Earnings, Events, Timing, Structural) and learn how we differentiate ourselves in the crowded Flexi Cap category through rigorous risk management and active stock selection. In this video, we cover: ✅ Why Abakkus Mutual Fund? The legacy and the team. ✅ Our 6 Core Investment Principles. ✅ The "MEETS" Investment Framework explained. ✅ Detailed features of the Abakkus Flexi Cap Fund. ✅ Current Market Outlook & Sector Analysis. ✅ Q&A: Overseas investing, cash calls, and portfolio construction. Timestamps: 00:00 - Introduction & Agenda 00:30 - Why Abakkus Mutual Fund? (50th AMC Milestone) 02:50 - Investment Philosophy: Alpha Generation & Fundamentals 06:21 - The "MEETS" Framework Explained 10:01 - The 5D Investment Process 11:25 - The 4 "Do Nots" of Abakkus 13:06 - Analysis of the Current Flexi Cap Category 16:26 - Positioning the Abakkus Flexi Cap Fund 19:31 - Internal Risk Management Limits & Portfolio Construction 20:31 - Current Market Outlook (Valuations & Growth) 22:01 - Sector Views: Financials, Manufacturing, Healthcare & Consumption 27:51 - Q&A: Differentiating from other Flexi Caps 37:31 - Q&A: Investing in Micro Caps & SMEs 39:48 - Q&A: Cash Calls & Overseas Investments 🔗 Connect with Abakkus: 🌐 More information about the Abakkus Flexi Cap Fund: https://www.abakkusmf.com/flexicap-fu... 🌐 Invest now: https://investor.abakkusmf.com 🌐 Partner with us: https://empanelment.abakkusmf.com 🌐 LinkedIn:   / abakkus-mf   🌐 Twitter:   / abakkusmf   Subscribe for more market insights and to stay up to date with Abakkus Mutual Fund! Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully.